See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,926 | $83,337-59.3% | $67,834-50.0% | $273,961-87.6% |
| Participation rate | 30.0% | 76.4%-46.4pp | 68.8%-38.8pp | 83.0%-53.0pp |
| Annual return | -4.70% | 259.45%-264.1pp | 138.47%-143.2pp | 41.45%-46.2pp |
| Employer contribution / active EE | $776 | $3,287-76.4% | $2,403-67.7% | $4,869-84.1% |
| Participant deferral / active EE | $1,988 | $4,088-51.4% | $3,160-37.1% | $5,287-62.4% |
| Admin fee / account holder | $476 | $6,752-93.0% | $4,622-89.7% | $10,132-95.3% |